--- title: "Employee Onboarding" slug: "r365-app-employee-onboarding" description: "Complete employee onboarding in the R365 mobile app: confirm personal info, select payment method, upload I-9 docs, complete tax forms, and sign docs." updated: 2025-09-26T22:56:44Z published: 2025-10-01T16:00:02Z canonical: "docs.restaurant365.com/r365-app-employee-onboarding" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt > Use this file to discover all available pages before exploring further. # Employee Onboarding This article is part of the [R365 Red App My Pay](/doc/docs/r365-app-my-pay-employee-self-service) and covers employee onboarding. > Beginning Oct 2025, the R365 mobile app is getting a refreshed design across all screens. Navigation paths in this article may differ from the updated layout, but functionality remains the same. Articles will be updated as soon as possible. Learn more about the [new navigation experience](/doc/docs/r365-app-update-2025). New employees can complete their **onboarding** tasks from the R365 app. From the mobile dashboard, users can see their onboarding status from the **Onboarding** widget. From this widget, users can also elect to resume their onboarding tasks, which include updating personal information, reviewing and signing documentation, and electing payment options. --- ## Onboarding Status Widget Users can see their Onboarding status from the mobile dashboard by looking at the **Onboarding** widget. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/087672bf-b77d-4acd-9fed-fba0c341425f.png?sv=2026-02-06&spr=https&st=2026-10-29T04%3A10%3A25Z&se=2026-10-29T05%3A10%3A25Z&sr=c&sp=r&sig=Yod97obTnEnmmnWhnS1agKraZZPef0M1wNUQ%2FI3a%2Fgw%3D) | | **Field** | **Description** | | --- | --- | --- | | **1** | Onboarding Location | The Location of the onboarding status. > When users are onboarding for multiple locations, they can swipe left and right on the widget to view their onboarding status for other locations. | | **2** | Tasks Completed | The number of the tasks completed compared to the number of tasks needed to complete. | | **3** | Onboarding Stage Status | The three stages of Onboarding and whether they have been completed. Completed stages will have green check icon![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/03c819a0-26c4-421c-8d3f-247953c3eff1.png?sv=2026-02-06&spr=https&st=2026-10-29T04%3A10%3A25Z&se=2026-10-29T05%3A10%3A25Z&sr=c&sp=r&sig=Yod97obTnEnmmnWhnS1agKraZZPef0M1wNUQ%2FI3a%2Fgw%3D). Incomplete stages will feature their respective icon. Users will see the following three onboarding stages: - **About You** - Important employee information is input in this stage - **Documents** - Necessary documentation is reviewed and/or signed in this stage - **Get Paid** - Payroll information is input in this stage | | **4** | Resume Onboarding Link | Click to resume the onboarding process. This will open the web view of employee onboarding and allow users to continue where they left off. | --- ## Getting Started ### Logging In Once hired, Employees will receive an Onboarding invitation to begin the R356 Employee Onboarding Process. Users are encouraged to [first download the R365 Red App](/doc/docs/r365-mobile-app) before selecting the **click here** link. However, users without the application can proceed with clicking the **browser** link, which will open the Restaurant365 link in the user's preferred mobile browser. > If necessary, users can access the browser via a web browser from a computer. For more information about [Onboarding via web, click here](/doc/docs/workforce-employee-self-service-onboarding) Users can log in with their username and temporary password designated in the email. Upon login, first time users will be required to create a new password before continuing. Click Save Password to continue. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/b6b679db-6b9d-461c-897d-02537cdc9376.png?sv=2026-02-06&spr=https&st=2026-10-29T04%3A10%3A25Z&se=2026-10-29T05%3A10%3A25Z&sr=c&sp=r&sig=Yod97obTnEnmmnWhnS1agKraZZPef0M1wNUQ%2FI3a%2Fgw%3D) Users using their mobile browser will be taken straight to their Onboarding tasks. However, users logging in via the R365 Red App will be met with the R365 Red App Mobile Dashboard. To proceed to Onboarding, tap the **Resume Onboarding** button from the Onboarding widget. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/25a3e07c-1845-4141-95fe-6d5b8f6a7065.png?sv=2026-02-06&spr=https&st=2026-10-29T04%3A10%3A25Z&se=2026-10-29T05%3A10%3A25Z&sr=c&sp=r&sig=Yod97obTnEnmmnWhnS1agKraZZPef0M1wNUQ%2FI3a%2Fgw%3D) --- ## Employee Tax Statement Options When logging in to the R365 App the first time, users will be prompted with a message that requires them to make a tax statement election before continuing. Users will select whether to receive W2s and other tax statements electronically or by paper. The selection made here can later be changed from the [**employee user profile**](/doc/docs/r365-app-employee-user-profile). ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/b01af4d3-0951-4134-88af-2853d474a3d6.png?sv=2026-02-06&spr=https&st=2026-10-29T04%3A10%3A25Z&se=2026-10-29T05%3A10%3A25Z&sr=c&sp=r&sig=Yod97obTnEnmmnWhnS1agKraZZPef0M1wNUQ%2FI3a%2Fgw%3D) --- ## Mobile Onboarding Process The mobile onboarding process has three stages: - **About You** - Important employee information is entered. - **Documents** - Necessary documentation is reviewed and/or signed. - **Get Paid** - Payment method is selected and bank information is entered. As users continue through each stage in the process, their progress will be tracked at the top of the screen. A green check icon![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/121cf4b9-fbd4-4d10-a227-b4e76226073e.png?sv=2026-02-06&spr=https&st=2026-10-29T04%3A10%3A25Z&se=2026-10-29T05%3A10%3A25Z&sr=c&sp=r&sig=Yod97obTnEnmmnWhnS1agKraZZPef0M1wNUQ%2FI3a%2Fgw%3D)indicates a completed section, blue icons![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/e743e4e3-6064-4281-8c5f-5ac0881d3ab8.png?sv=2026-02-06&spr=https&st=2026-10-29T04%3A10%3A25Z&se=2026-10-29T05%3A10%3A25Z&sr=c&sp=r&sig=Yod97obTnEnmmnWhnS1agKraZZPef0M1wNUQ%2FI3a%2Fgw%3D)indicate that the section is currently in progress, and gray icons![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/f329f7c6-b1b4-43f3-ae61-37d6f85a5cc3.png?sv=2026-02-06&spr=https&st=2026-10-29T04%3A10%3A25Z&se=2026-10-29T05%3A10%3A25Z&sr=c&sp=r&sig=Yod97obTnEnmmnWhnS1agKraZZPef0M1wNUQ%2FI3a%2Fgw%3D)have not yet been visited. To complete onboarding, follow these steps: *Click steps to expand for additional information and images.* ****1)** On the **Welcome Aboard** screen, click **Get Started** to begin.** This page will list the **onboarding manager** and share a message from them. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/5af8e95f-681b-4116-b9f8-d9c442a4755d.png?sv=2026-02-06&spr=https&st=2026-10-29T04%3A10%3A25Z&se=2026-10-29T05%3A10%3A25Z&sr=c&sp=r&sig=Yod97obTnEnmmnWhnS1agKraZZPef0M1wNUQ%2FI3a%2Fgw%3D) ****2)** The About You section will open.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/15a8867d-5371-4dce-b3e8-c0649db6271c.png?sv=2026-02-06&spr=https&st=2026-10-29T04%3A10%3A25Z&se=2026-10-29T05%3A10%3A25Z&sr=c&sp=r&sig=Yod97obTnEnmmnWhnS1agKraZZPef0M1wNUQ%2FI3a%2Fgw%3D) Some sections may have auto-filled information based on the employee application. ****3)** Complete **personal identification information** fields.** **Identification** information includes: - SSN or TIN - Birthday - Preferred Pronouns ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/243188e1-13ef-4d65-aa72-e0086c5bc658.png?sv=2026-02-06&spr=https&st=2026-10-29T04%3A10%3A25Z&se=2026-10-29T05%3A10%3A25Z&sr=c&sp=r&sig=Yod97obTnEnmmnWhnS1agKraZZPef0M1wNUQ%2FI3a%2Fgw%3D) ****4)** Complete the **legal name** information.** **Legal name** information includes: - Legal First Name - Legal Middle Name - Legal Last Name - Indication of a preferred name > Legal name fields will **not** accept special characters or numbers. Hyphens and spaces are accepted. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/3bb9228c-5d18-4a04-b30e-c68983ad173e.png?sv=2026-02-06&spr=https&st=2026-10-29T04%3A10%3A25Z&se=2026-10-29T05%3A10%3A25Z&sr=c&sp=r&sig=Yod97obTnEnmmnWhnS1agKraZZPef0M1wNUQ%2FI3a%2Fgw%3D) ****5)** Complete **demographic** information.** **Demographic** information includes: - Race - Ethnicity - Gender ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/921f19ae-4afc-4fb3-8ddf-b4e23d969fd4.png?sv=2026-02-06&spr=https&st=2026-10-29T04%3A10%3A25Z&se=2026-10-29T05%3A10%3A25Z&sr=c&sp=r&sig=Yod97obTnEnmmnWhnS1agKraZZPef0M1wNUQ%2FI3a%2Fgw%3D) ****6)** Complete **contact** information.** **Contact** information includes: - Email - Phone Number - Preferred Contact Method ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/eb9f2e98-6996-4ffb-ab23-f658284577fd.png?sv=2026-02-06&spr=https&st=2026-10-29T04%3A10%3A25Z&se=2026-10-29T05%3A10%3A25Z&sr=c&sp=r&sig=Yod97obTnEnmmnWhnS1agKraZZPef0M1wNUQ%2FI3a%2Fgw%3D) ****7)** Complete address information.** **Address** Information includes: - Street Address - City - State - Zip Code ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/9ccfa438-e36f-4929-a010-438abdd2978a.png?sv=2026-02-06&spr=https&st=2026-10-29T04%3A10%3A25Z&se=2026-10-29T05%3A10%3A25Z&sr=c&sp=r&sig=Yod97obTnEnmmnWhnS1agKraZZPef0M1wNUQ%2FI3a%2Fgw%3D) ****8)** Complete **emergency contact** information (*optional*).** **Emergency contact information** includes: - Contact First Name - Contact Last Name - Relation - Email - Phone Number ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/6993cbc4-40f4-45a3-ad96-fe5a0c4de0a5.png?sv=2026-02-06&spr=https&st=2026-10-29T04%3A10%3A25Z&se=2026-10-29T05%3A10%3A25Z&sr=c&sp=r&sig=Yod97obTnEnmmnWhnS1agKraZZPef0M1wNUQ%2FI3a%2Fgw%3D) ****9)** Click **Continue** to progress to the Documents stage.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-MRF7X7FA.png?sv=2026-02-06&spr=https&st=2026-10-29T04%3A10%3A25Z&se=2026-10-29T05%3A10%3A25Z&sr=c&sp=r&sig=Yod97obTnEnmmnWhnS1agKraZZPef0M1wNUQ%2FI3a%2Fgw%3D) ****10)** In the Documents stage, tap **I agree** to agree to E-Signature or **‘Opt out of E-Signature**’ to move forward without agreeing to E-Signature.** The **Documents** stage is where users will review, sign, complete, or upload any documents required by their employer. If you opt out of E-Signature, some documents may not be completable via the app and your manager may require that you physically sign paperwork once starting work. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/7345fa19-d841-4784-a50f-97cc82aa12e7.png?sv=2026-02-06&spr=https&st=2026-10-29T04%3A10%3A25Z&se=2026-10-29T05%3A10%3A25Z&sr=c&sp=r&sig=Yod97obTnEnmmnWhnS1agKraZZPef0M1wNUQ%2FI3a%2Fgw%3D) ****11)** Click **Tax Forms** to open the wizard, then follow the prompts to complete tax forms.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-X2AJZL9Y.png?sv=2026-02-06&spr=https&st=2026-10-29T04%3A10%3A25Z&se=2026-10-29T05%3A10%3A25Z&sr=c&sp=r&sig=Yod97obTnEnmmnWhnS1agKraZZPef0M1wNUQ%2FI3a%2Fgw%3D) ****12)** If other documents are listed, click each **document** to review and sign.** Some documents only require users to **review** the document and **sign**. In this case, open the document, review its contents, tap **Sign Document**, select **I agree**, type a full signature, then tap **Done**. Some documents (such as the I-9 Employment Eligibility Form) may ask users to **upload documents**. To upload, click **Upload Document**, then select the desired file. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/22b9a4c8-731c-45ef-b254-e34c6c2bc687.png?sv=2026-02-06&spr=https&st=2026-10-29T04%3A10%3A25Z&se=2026-10-29T05%3A10%3A25Z&sr=c&sp=r&sig=Yod97obTnEnmmnWhnS1agKraZZPef0M1wNUQ%2FI3a%2Fgw%3D) ****13)** Once all documents are completed, tap **Continue** to move on to the Get Paid section.** As documents are completed, they will appear with a green check icon![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/f24e9359-12ac-48b1-939b-63b6a19cd6b6.png?sv=2026-02-06&spr=https&st=2026-10-29T04%3A10%3A25Z&se=2026-10-29T05%3A10%3A25Z&sr=c&sp=r&sig=Yod97obTnEnmmnWhnS1agKraZZPef0M1wNUQ%2FI3a%2Fgw%3D) and be marked as submitted. The **Continue** button will remain disabled until all documents are completed. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/6061683b-4645-49ec-b84f-d1e8c75e4bc4.png?sv=2026-02-06&spr=https&st=2026-10-29T04%3A10%3A25Z&se=2026-10-29T05%3A10%3A25Z&sr=c&sp=r&sig=Yod97obTnEnmmnWhnS1agKraZZPef0M1wNUQ%2FI3a%2Fgw%3D) ****14)** Select a **payment method**; either Direct Deposit to Bank Account or Physical Check.** > **Payment Method** options will be dependent on what employers have made available. Only users that select **Direct Deposit** will be required to provide bank account information. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-TDLP9ELH.png?sv=2026-02-06&spr=https&st=2026-10-29T04%3A10%3A25Z&se=2026-10-29T05%3A10%3A25Z&sr=c&sp=r&sig=Yod97obTnEnmmnWhnS1agKraZZPef0M1wNUQ%2FI3a%2Fgw%3D) ****15)** If direct deposit was selected, enter **bank information**.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-D3VAEMGK.png?sv=2026-02-06&spr=https&st=2026-10-29T04%3A10%3A25Z&se=2026-10-29T05%3A10%3A25Z&sr=c&sp=r&sig=Yod97obTnEnmmnWhnS1agKraZZPef0M1wNUQ%2FI3a%2Fgw%3D) ****16)** Click **Continue** to complete the onboarding process.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-JSW7FW49.png?sv=2026-02-06&spr=https&st=2026-10-29T04%3A10%3A25Z&se=2026-10-29T05%3A10%3A25Z&sr=c&sp=r&sig=Yod97obTnEnmmnWhnS1agKraZZPef0M1wNUQ%2FI3a%2Fgw%3D) ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/59c0abdc-8308-46b3-85a0-3450861e6886.png?sv=2026-02-06&spr=https&st=2026-10-29T04%3A10%3A25Z&se=2026-10-29T05%3A10%3A25Z&sr=c&sp=r&sig=Yod97obTnEnmmnWhnS1agKraZZPef0M1wNUQ%2FI3a%2Fgw%3D) Users that completed onboarding via the R365 Mobile App will return to the **Mobile Dashboard screen**, and users that complete their onboarding via browser will navigate to their **My Pay** homepage.